Ae Wealth Management LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
Shares
11 transactions
Others Institutions Holding DGRS
# of Institutions
110Shares Held
4.73MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$27.9 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.5 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$24.7 Million1.22% of portfolio
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Morgan Stanley New York, NY378KShares$19.1 Million0.0% of portfolio
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Ubs Group Ag317KShares$16 Million0.0% of portfolio